Knowledge Powered by experience

Eric Benz, MBA, CFP®, AWMA®

Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
415-576-3809

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Professional Experience

  • UBS Financial Services Inc - Financial Advisor
    San Francisco, CA - July 2013 to Present

Education

  • B.S. Finance - Iowa State University 2007
  • MBA - Argosy University - Seattle, WA 2013


Registered States:
AZ, CA, CO, CT, DC, FL, IA, ID, IL, MA, MD, MI, MT, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WY